Associate Financial Planner

Job Description

Job Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation:

$117,000

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Serve as a collaborative team player willing to further development through continued training opportunities

• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Process current policyholders’ insurance claims while monitoring the status of existing insurance claims
• Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies

• Requires a Bachelor’s degree in business administration, finance, or other related field
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

• Possesses outstanding interpersonal and communication skills
• Prior health insurance or life insurance experience a bonus
• Must have graduated from high school or received a GED; a Bachelor’s degree is desired
• Previous customer service or experience as a sales representative preferred
• Current Life & Health insurance license is greatly valued

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. With over 170 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients
• #69 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity